Senior Internal Wholesaler: DC & Private Assets

Athene

El Segundo (CA)

On-site

USD 95,000 - 143,000

Full time

6 days ago
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Job summary

Athene in the United States is seeking a Senior Internal Wholesaler to drive sales of Apollo DC private assets and Vitera guaranteed income by supporting regional distribution teams. You will generate leads, conduct virtual meetings, and advance the pipeline across assigned territories, with up to 20% travel.

The role emphasizes DCIO and/or DC Recordkeeping experience, a structured training plan, and collaboration with product and investment specialists. Strong communication is essential.

Qualifications

  • 4+ years of DCIO sales or relevant experience.
  • Demonstrated success in internal wholesaling or advisor management.
  • Knowledge of defined contribution plans and ERISA fundamentals.
  • Clear communication by phone, video, and in person; CRM proficiency.

Responsibilities

  • Partner with VP of Regional Distribution to build territory plan and sales targets.
  • Serve as inside contact for recordkeeper field teams; identify opportunities.
  • Engage advisors and recordkeeper teams by phone and video; lead virtual meetings.
  • Prepare for presentations and webinars; coordinate resources and follow-up.
  • Explain how private assets and guaranteed income address needs; involve specialists when needed.
  • Maintain Salesforce activity and pipeline; use data/AI tools to sharpen targeting.

Skills

DCIO sales
Internal wholesaling
Salesforce
Advisor relationships
CRM proficiency

Education

Bachelor's degree in business/finance or related

Tools

Salesforce
Zoom
PowerPoint

Job description

Athene in the United States is seeking a Senior Internal Wholesaler to drive sales of Apollo DC private assets and Vitera guaranteed income by supporting regional distribution teams. You will generate leads, conduct virtual meetings, and advance the pipeline across assigned territories, with up to 20% travel.

The role emphasizes DCIO and/or DC Recordkeeping experience, a structured training plan, and collaboration with product and investment specialists. Strong communication is essential.

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